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One of my customers allows All users to see All activities whether they are theirs or others'. But, they would like to change this attitude if the activity set regarding is set to a specific set of entities.
For example, if the set regarding of an Appointment is an opportunity, then everybody can see these appointments, but if the set regarding is an Account, then only the Owner is allowed to see and access this activity.
All of this to be done without messing with the Org Chart, or with minimal changes.
Is that possible at all? and how.
Thank you so much
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Hi, This might work.
Let's say we have User1, User2 and User3.
1. Set user level access on activity entity for above user's security role (same or different).
2. Create a Team and all users (1,2 and 3) to the team. No security role need to be assigned to this team (will be used only for sharing).
3. Now write a piece of plugin/workflow whichever suits your requirement best, when the regarding type = {entity that every one can see, opportunity in your example} share it with
team with again needed privileges. So this way, for example when regarding is account it will not be shared with team. There by access lies with only Owning user.
4. So every user will have access to the records owned by him/her + records which were shared with the team.
Regards,
Sravan.
Please mark as verified if your query is answered.
Dear Saad,
thank you for your answer, but this wouldn't solve the issue since it will overwrite the default attitude on other entities.
Because I want the users to be able to see ALL activities, but when it comes to specific entities then they see only theirs.
Regards, Stemplar
You can create two teams team1 and team2. Assign Security Role to team1 with Activities as Organisation level and team 2 as User Level.
Now use the below post to add user to the team :
community.dynamics.com/.../add-users-to-a-team-using-net-or-jscript-in-microsoft-dynamics-crm-2011
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